On today’s episode, Clay is joined by Cristiano Souza to discuss his three primary criteria in identifying an excellent business.

Cristiano Souza is the founder of Zeno Equity Partners, a firm he started in 2022 after spending 28 years at Dynamo. From 1994 through 2015, he was on the team that managed the Dynamo Cougar fund, which invested in high-quality equities in Brazil. During that time, the fund compounded at 24% per year in US dollar terms.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:33 - The three things that Cristiano looks for in a business.
13:43 - What the Founder’s Mindset is, and why it is so difficult to find.
18:53 - Why Cristiano believes that LVMH has a significant opportunity to continue to grow.
33:53 - The mistakes Cristiano has made in assessing management teams.
39:57 - Why Linde PLC is a core position in Christiano’s portfolio.
51:17 - Why AppFolio is well-positioned to continue growing in the property management space.
And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

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Cristiano’s firm: Zeno Equity Partners.

Book mentioned: Mastery by Robert Greene, The Nvidia Way by Tae Kim.

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TIP706: The Founder's Mindset w/ Cristiano Souza